TWCUX vs. PLFMX
Compare and contrast key facts about American Century Ultra Fund (TWCUX) and Principal LargeCap S&P 500 Index Fund (PLFMX).
TWCUX is managed by American Century. It was launched on Nov 2, 1981. PLFMX is a passively managed fund by Principal that tracks the performance of the S&P 500 Index. It was launched on Dec 6, 2000.
Performance
TWCUX vs. PLFMX - Performance Comparison
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TWCUX vs. PLFMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TWCUX American Century Ultra Fund | -8.79% | 12.66% | 29.54% | 43.36% | -32.38% | 23.47% | 49.79% | 34.60% | 0.70% | 31.65% |
PLFMX Principal LargeCap S&P 500 Index Fund | -4.50% | 17.10% | 26.06% | 25.27% | -18.67% | 27.57% | 17.46% | 30.58% | -5.14% | 20.96% |
Returns By Period
In the year-to-date period, TWCUX achieves a -8.79% return, which is significantly lower than PLFMX's -4.50% return. Over the past 10 years, TWCUX has outperformed PLFMX with an annualized return of 16.15%, while PLFMX has yielded a comparatively lower 13.41% annualized return.
TWCUX
- 1D
- 3.99%
- 1M
- -5.42%
- YTD
- -8.79%
- 6M
- -7.90%
- 1Y
- 14.91%
- 3Y*
- 17.99%
- 5Y*
- 9.40%
- 10Y*
- 16.15%
PLFMX
- 1D
- 2.92%
- 1M
- -5.08%
- YTD
- -4.50%
- 6M
- -2.43%
- 1Y
- 16.59%
- 3Y*
- 18.07%
- 5Y*
- 11.31%
- 10Y*
- 13.41%
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TWCUX vs. PLFMX - Expense Ratio Comparison
TWCUX has a 0.93% expense ratio, which is higher than PLFMX's 0.72% expense ratio.
Return for Risk
TWCUX vs. PLFMX — Risk / Return Rank
TWCUX
PLFMX
TWCUX vs. PLFMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Ultra Fund (TWCUX) and Principal LargeCap S&P 500 Index Fund (PLFMX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| TWCUX | PLFMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | 0.95 | -0.26 |
Sortino ratioReturn per unit of downside risk | 1.15 | 1.48 | -0.33 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.22 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.01 | 1.46 | -0.45 |
Martin ratioReturn relative to average drawdown | 3.53 | 6.97 | -3.45 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TWCUX | PLFMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | 0.95 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.67 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.77 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.40 | +0.11 |
Correlation
The correlation between TWCUX and PLFMX is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
TWCUX vs. PLFMX - Dividend Comparison
TWCUX's dividend yield for the trailing twelve months is around 12.69%, more than PLFMX's 2.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWCUX American Century Ultra Fund | 12.69% | 11.57% | 3.58% | 6.09% | 7.42% | 6.78% | 2.80% | 4.27% | 8.24% | 5.85% | 4.58% | 5.21% |
PLFMX Principal LargeCap S&P 500 Index Fund | 2.52% | 2.41% | 3.77% | 3.62% | 2.28% | 13.02% | 7.02% | 3.28% | 6.80% | 6.44% | 2.66% | 2.07% |
Drawdowns
TWCUX vs. PLFMX - Drawdown Comparison
The maximum TWCUX drawdown since its inception was -62.11%, which is greater than PLFMX's maximum drawdown of -55.62%. Use the drawdown chart below to compare losses from any high point for TWCUX and PLFMX.
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Drawdown Indicators
| TWCUX | PLFMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.11% | -55.62% | -6.49% |
Max Drawdown (1Y)Largest decline over 1 year | -15.72% | -12.14% | -3.58% |
Max Drawdown (5Y)Largest decline over 5 years | -35.23% | -24.91% | -10.32% |
Max Drawdown (10Y)Largest decline over 10 years | -35.23% | -33.80% | -1.43% |
Current DrawdownCurrent decline from peak | -12.36% | -6.34% | -6.02% |
Average DrawdownAverage peak-to-trough decline | -16.86% | -10.06% | -6.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.49% | 2.53% | +1.96% |
Volatility
TWCUX vs. PLFMX - Volatility Comparison
American Century Ultra Fund (TWCUX) has a higher volatility of 7.21% compared to Principal LargeCap S&P 500 Index Fund (PLFMX) at 5.35%. This indicates that TWCUX's price experiences larger fluctuations and is considered to be riskier than PLFMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TWCUX | PLFMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.21% | 5.35% | +1.86% |
Volatility (6M)Calculated over the trailing 6-month period | 13.26% | 9.55% | +3.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.37% | 18.07% | +5.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.59% | 16.93% | +5.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.03% | 17.47% | +4.56% |